Good morning. Taking a short break. Don’t go wrecking the place while I am gone…
http://www.businessinsider.com/financial-advisor-insights-april-24-2014-4
Not a bad fit, all things considering! But which way does the causation run…?
http://www.ritholtz.com/blog/2014/04/hoisington-on-the-fed-and-the-wealth-effect/
Cool chart on home bias, but since when has the Netherlands left the eurozone?
http://ftalphaville.ft.com/2014/04/24/1835342/home-is-where-the-money-is/
If you think the bankers get paid a lot, check out this bunch…
http://billmoyers.com/2014/04/21/studies-of-bloated-ceo-pay-miss-the-fattest-cats-in-america/
If everybody expects bonds to continue to decline, what do you think normally happens…?
http://www.bloombergview.com/articles/2014-04-24/ritholtz-s-10-thursday-reads-the-rise-of-robots
And in another part of the forest, the search for yield continues…
http://online.wsj.com/news/articles/SB10001424052702304049904579517710350913016
Well known by now, but it doesn’t hurt to take another look at it…
http://www.bondvigilantes.com/blog/2014/04/24/deflation-spreading-europe/
Do you want to know how much Apple earns in a minute? And what about twitter…? Cool timer-thingie…
https://www.worldpayzinc.com/tech-wealth#.U1j0YUorewA.twitter
Some time-perspective on the California drought
http://www.economist.com/blogs/graphicdetail/2014/04/daily-chart-10
NATO portrayed as a paper tiger caught in a jam…
http://www.zerohedge.com/news/2014-04-24/how-world-sees-nato-one-cartoon
Lukas Daalder is in het verleden wel eens als ‘Nederlands best bewaarde geheim’ op het gebied van economie genoemd. Hij publiceert dagelijks een collectie met grafieken, nieuws en informatie over internationale economie en financiële markten. Het aardige is dat je zijn updates in minder dan een minuut gelezen kan hebben, maar dat er tegelijkertijd voldoende stof tot nadenken tussen staat. Lukas is het hoofd van de afdeling Global Allocations en is tevens portfolio manager bij Robeco. Alle meningen in zijn updates zijn op persoonlijke titel.
Disclaimer: All links provided are collected from public websites, unless otherwise specified. I have not checked the data or information for accuracy used, and therefore do not guarantee that all data provided will be 100% correct. The links provided do not necessarily reflect my personal opinion and should be seen as general interest: oftentimes I do not agree with arguments presented, but nevertheless think it is worthwhile to read them. It is up to the reader to make up their own mind. Suggestions or discussions are more than welcome. Do not quote unless specifically cleared beforehand!
Alle edities? Hier.
